QuantAbundanciaAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

23,622 signal articles · 310 in last 24h · 112,499 total before filter · latest 1h ago
310last 24h
2112last 7d
371● bullish (7d)
179● bearish (7d)
204publishers
AllMacro300Earnings1191M&A91Regulatory23Product13Analyst20
✕ clear all filtersticker: MUsentiment: neutralSentiment:bullishneutralbearishshow all (incl. clickbait)
Micron, Ford sign semiconductor supply agreement for vehicles
Reuters37d agoneutral
Micron, Ford sign semiconductor supply agreement for vehicles

Micron Technology and Ford Motor on Monday signed a long-term agreement to ‌secure the supply for memory and storage ‌platforms used in the automaker's next-generation vehicle production. This comes days after ​Micron's similar agreement with General Motors, as part of the chipmaker's ongoing investments to expand manufacturing in the United States for automotive customers, including its expansion ‌of advanced DRAM production ⁠in Virginia. DRAM, or dynamic random-access memory, is a critical component for servers ⁠that power cloud computing, databases and AI workloads.

Bloomberg38d agoneutral
Millennium-Backed Trader Gains 61% With Bets on AI Backbone

(Bloomberg) -- As Wall Street debates whether the billions of dollars being plowed into artificial intelligence will ever pay off, hedge fund manager Val Zlatev is making record profits for his firm by betting on the picks and shovels used to power the AI rush.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Pus

Bloomberg38d agoneutral
Morgan Stanley’s Wilson Sees Rotation From Chips to Hyperscalers

(Bloomberg) -- US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears

Tokyo puts billions behind Micron's chip plan
TheStreet38d agoneutral
Tokyo puts billions behind Micron's chip plan

Micron Technology (MU) broke ground Saturday on a ¥1.5 trillion, or $9.3 billion, expansion of its memory chip plant in Hiroshima, Japan, according to a Bloomberg report. Japan’s government is absorbing a meaningful share of the bill, unusual even for an industry used to public subsidies. The ...

Bloomberg38d agoneutral
Chip Stock Bulls Count on Samsung to Soothe AI Trade Jitters

(Bloomberg) -- A wild ride for global chip stocks in recent weeks has left investors looking for fresh validation of the artificial intelligence trade. Samsung Electronics Co. may provide just that on Tuesday.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great Am

Axon and Rocket Lab rallied while chip stocks sank
TheStreet39d agoneutral
Axon and Rocket Lab rallied while chip stocks sank

SanDisk Corp. (SNDK) closed out the holiday-shortened week as the Nasdaq’s biggest loser, ending Thursday at $1,745 a share, down 26% for the week, according to Seeking Alpha. Micron (MU), Western Digital (WDC), Seagate (STX) and Teradyne (TER) fell alongside it, each posting double-digit weekly ...

Bloomberg41d agoneutral
Chip Industry Urges US to Avoid Moves That Distort Memory Market

(Bloomberg) -- Government attempts to address the global memory chip shortage by influencing prices or production capacity would worsen a historic squeeze on supply driven by the artificial intelligence boom, a semiconductor industry group warned the Trump administration. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates U

What a weak Jobs report means for crypto
Yahoo Finance Video41d agoneutralVIDEO
What a weak Jobs report means for crypto

Scott Melker discusses the latest crypto headlines. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

The First Major Robotics IPO Is Here: 5 Robotics Stocks That Could Run in the Second Half of 2026
24/7 Wall St.41d agoneutral
The First Major Robotics IPO Is Here: 5 Robotics Stocks That Could Run in the Second Half of 2026

The first major humanoid robotics company just went public. Agility Robotics completed its public debut through a merger with SPAC Churchill Capital Corp XI, and the supply-chain names that feed the robotics buildout are already moving. The clearest tell: Ouster (NASDAQ:OUST) has run 149.86% year-to-date, with a 13.43% gain on June 30 alone. The names ... The First Major Robotics IPO Is Here: 5 Robotics Stocks That Could Run in the Second Half of 2026